Let’s say you have a Florida financial account, such as a brokerage account or a bank account, and it looks pretty clear in its face, there are a couple of names, it says joint tenants with the right of survivorship. You would think that when one person dies, the other owner or the other joint tenant inherits it, right? Maybe, maybe not. You don’t necessarily inherit it if it was a convenience account or an estate account. Also, if a person’s name was put on that account improperly, such as by a mistake or because they forced them to do it, undue influence, or the person did that at a time when they didn’t understand what they were doing, you may be able to set that aside and change that joint account.
